What a CRM system should do for your business
A good customer relationship management tool can do a lot to make your life easier. An effective CRM can help manage and analyze customer interactions and data. A CRM can also help you improve business relationships with customers, thus allowing you to provide excellent customer service. In addition, a CRM allows you to automate marketing interactions and gives you business intelligence. A CRM should integrate with the other applications your business uses every day. But most of all, a CRM should adapt to your business - not the other way around. In the video below, Satya Nadella Microsoft CEO talks about how Microsoft Dynamics 365 Analytics and built-in intelligence can make your business more productive and efficient.
In addition to the things mentioned previously, a Customer Relationship Management tool can also allow you to record data, such as interactions with customers, contacts, and much more in one centralized location. A CRM also tracks sales opportunities, analyzes data, and creates reports. If your CRM is not currently performing all these tasks for you, it might be time to think about switching to
Signs that your current CRM might not be working
Are you finding your salespeople unfocused or unengaged? Most salespeople are only using a fraction of your CRM's capabilities, and many just hate using it all together. So, you have to ask yourself- why do they hate using it so much? Many salespeople report that they avoid using CRM because entering simple data like a lead takes too many clicks or that searching and reporting on data is too complex. You need a CRM that your salespeople are going to use. Why not use a more user-friendly customizable CRM system, Microsoft Dynamics 365? Microsoft Dynamics 365 dashboards and reporting are easy for end users to customize to meet their needs. Microsoft Dynamics 365 has won out over other CRMs in many polls regarding user friendliness.
Is cost always the best indicator of which CRM is best for you
Absolutely not! You need to look at usability and functionality. According to a blog by Rob Urbanowitz, "Microsoft Dynamics CRM beat out Salesforce in usability."
Do you find yourself hating your CRM? Do you find yourself having to go back to home or specific pages to access dashboards? Microsoft Dynamics 365's data visualization is actually one of their strengths. If no one in your company is using your CRM, is it worth your money?
Important things to consider in a CRM
There are many things to consider when choosing a CRM. First and foremost, you need to spend some time looking at your business and their particular needs. What do you need a CRM to do? This is why at
In addition, you also need to consider things such as partner and community portals, mobile support, data migration and de-duplication, and visual workflows. The automated workflows in Dynamics 365 make it easier to use.
As your business grows, technology changes- and so do your needs. What worked for you in the past, might not work for you anymore. It might be time for a switch to a more user-friendly CRM system that everyone will use. Why throw money out the window?
Why you should switch to Microsoft Dynamics 365 today
I've listed many reasons Microsoft Dynamics is superior to other CRMs. One more thing to consider is its deep integration with Microsoft products. According to research, 70% of business users spend 78% of their entire workday either in Microsoft Outlook or IE. With Microsoft Dynamics 365, your salespeople don't have to leave Outlook to complete certain tasks or enter a lead. When they use Microsoft Dynamics CRM, they don't have to change the way they work and your salespeople can focus on what they are meant to do...sell. Microsoft Dynamics 365 is fully integrated with Outlook, whereas Salesforce only has a plug-in.
How can we help?
Are you getting the most out of your CRM? Are you using the right CRM solution for you? Let the experts at enCloud9 help.
2 thoughts on “How to know when it's time for a new CRM”
Does Microsoft Dynamics integrate with any DMS and if so how strong is the integration? Thank you
Hey Mike - Do you mean Document Management Systems? If so Dynamics CRM integrates very well with Microsoft SharePoint and I am sure that it also integrates with Other systems through API integration.
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